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Reduce Clutter with Progressive Disclosure

Reduce Clutter with Progressive Disclosure

Progressive disclosure shows users the essentials first and reveals detail only when they ask for it.

Use progressive disclosure to keep a dashboard clean while still giving users access to depth.

Techniques

  • Drill in. Let users click a chart element to open a more detailed view of the selected data.
  • Selection-driven navigation. Use a selection in one widget to filter or reveal related widgets, so detail appears in context.
  • Expand and collapse. Hide secondary content in a container or page that users open when needed, instead of showing everything at once.
  • Tooltips and detail-on-hover. Move supporting values and definitions into tooltips so the main view stays uncluttered.
  • Inspector and detail panels. Reserve a panel for full record or row detail that opens on demand.

When to use it

  • A dashboard feels crowded, but users still need the underlying detail.
  • Different users need different depth from the same dashboard.
  • You would otherwise add a long caption or a dense table to the main view.
 
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Salesforce Help | Article